Do These 4 Things with Your Finances BEFORE 2023!
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 11 November 2022
⏱️ 44 minutes
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Transcript
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| 0:00.0 | For things the dude your finances before 2023 it's Brian Preston the money guy restoring order to your financial chaos retirement investing taxing you've got financial questions he's got financial answers it's Brian Preston the money guy |
| 0:19.6 | But I'm excited about this because a lot of people think once the year is coming to an end once it's getting |
| 0:24.7 | Close to the end of the year maybe the time has already passed where I can do any meaningful planning where I can do things that really have a big impact but we think |
| 0:33.6 | End of the year can be one of the most exciting times because it gives you an opportunity to not only position yourself for what's gone on this year |
| 0:41.3 | But also think about how do I want to be positioned coming into the new year? |
| 0:45.9 | Well all my procrastinators raise your hand |
| 0:49.2 | You know this is the point where |
| 0:51.2 | This is game time. I mean these guys follow it. Just to let y'all open up the curtain a little transparency on show prep |
| 0:58.5 | We write all these show notes. We have all these content meetings, but they know |
| 1:02.1 | Game time Brian shows up on the day of recording where I can I can see things more clearly |
| 1:08.6 | I |
| 1:09.3 | I really have a vision that I don't have when we're doing those meetings that are two weeks ahead or three weeks ahead |
| 1:15.2 | I think it's a lot that way for many people with their own personal finances |
| 1:18.8 | So this is the time to kind of game time |
| 1:21.9 | Year in planning because you're running out of time so get that hyper focus so you can take advantage of all this stuff |
| 1:27.4 | So we're gonna walk you through four things that you can do right now before the end of the year to make sure that you are prepared |
| 1:33.9 | So that you can catch up on some of that procrastination |
| 1:36.6 | And the first one is really really important. I think it's really important Brian just given how |
| 1:41.5 | 2022 has played out so far given how it feels right now out there in the economic environment and it is the first thing you can do is |
| 1:50.2 | Know your history. Yeah, this is one. I mean the biggest thing. I mean because 2022 has been one of those years with a bear market has shown up |
| 1:59.7 | We have geopolitical things that are on you know out there causing all kind of volatility |
| 2:05.8 | We have of course economic volatility. We have a political season that's going on |
... |
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